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© All Rights Reserved. ApplyBlast.com
Capitect
Capitect is seeking a Customer Success Associate to support wealth management firms using their SaaS platform. The role involves managing user onboarding, resolving support issues, and leading training sessions to ensure optimal product adoption. This position requires strong communication skills and a proactive approach to customer engagement and feedback collection.
Headquarters
Pasadena, California, United States
Capitect offers modern performance reporting, client billing, and personalized portfolio rebalancing software.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Capitect.
Capitect didn’t post a salary, so this is our estimate from similar listings.